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Snapshots

Snapshots are links that appear on the lower portion of each App tile and in the menu when you click the ellipsis (...). This is what they look like:

A snapshot will take you directly to a particular screen in the App (e.g. the New snapshot will take you the New Activity Screen in the example above). The bottom right snapshot can also display information directly on the app (e.g. 10 Due Activities).

Let’s take a closer look at how to configure a Snapshot.

Creating a Snapshot that shows a Number

Click Create Snapshot.

If not selected, choose Number.

For Number Type, you will select a function to create the number you wish to display:

Count - count all the records

Sum - go through all the records looking at a given field containing a number, and add those numbers together

Avg - go through all the records looking at a given field containing a number, and get the average

Max - go through all the records looking at a given field containing a number, and get the maximum number

Min - go through all the records looking at a given field containing a number, and get the minimum number

Selecting a Screen to Go To

Label - Choose text that indicates what the snapshot is for.Example: "Active Contacts"

The Go to screen dropdown allows you to choose what screen users will be sent to when they click this Snapshot. The dropdown will display all screens in the app you are managing, so choose the one that works best (for example, go to the “Contacts List”).